RCKSX vs. SILVX

Last updated Aug 1, 2026

RCKSX (Rock Oak Core Growth Fund) and SILVX (SGI U.S. Large Equity Fund) are both Large Cap Blend Equities funds. Over the past 10 years, RCKSX returned 11.23%/yr vs 10.34%/yr for SILVX. Their 0.80 correlation means they have sometimes moved together and sometimes differently. RCKSX charges 1.25%/yr vs 0.98%/yr for SILVX.

Performance

RCKSX vs. SILVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Rock Oak Core Growth Fund (RCKSX) and SGI U.S. Large Equity Fund (SILVX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RCKSX achieves a 20.84% return, which is significantly higher than SILVX's 11.62% return. Over the past 10 years, RCKSX has outperformed SILVX with an annualized return of 11.23%, while SILVX has yielded a comparatively lower 10.34% annualized return.

RCKSX

• 1D: 0.49%
• 1M: 1.77%
• 6M: 14.90%
• YTD: 20.84%
• 1Y: 26.97%
• 3Y*: 19.18%
• 5Y*: 8.92%
• 10Y*: 11.23%
• ALL TIME*: 8.00%

SILVX

• 1D: 0.82%
• 1M: 0.26%
• 6M: 7.28%
• YTD: 11.62%
• 1Y: 20.78%
• 3Y*: 14.32%
• 5Y*: 7.85%
• 10Y*: 10.34%
• ALL TIME*: 11.23%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
RCKSX Rock Oak Core Growth Fund	$0.00	$0.00	$0.00
SILVX SGI U.S. Large Equity Fund	$0.00	$0.00	$0.00

RCKSX vs. SILVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RCKSX Rock Oak Core Growth Fund	20.84%	12.99%	15.12%	15.57%	-18.09%	9.96%	13.75%	19.05%	-2.14%	22.69%
SILVX SGI U.S. Large Equity Fund	11.62%	8.89%	17.65%	10.43%	-12.99%	17.31%	11.48%	29.22%	0.19%	16.43%

Correlation

The correlation between RCKSX and SILVX is 0.65, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.65
Correlation (3Y) Balances recent behavior with more history.	0.77
Correlation (5Y) Shows whether the relationship held over a longer period.	0.82
Correlation (10Y) Provides a long-term view across more market conditions.	0.79
Correlation (All Time) Calculated using the full available price history since Mar 2, 2012	0.80

The correlation between RCKSX and SILVX shifts across timeframes, from 0.65 (1 year) to 0.82 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

RCKSX vs. SILVX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

RCKSX

RCKSX Risk / Return Rank: 89
RCKSX Sharpe Ratio Rank: 87
RCKSX Sortino Ratio Rank: 85
RCKSX Omega Ratio Rank: 80
RCKSX Calmar Ratio Rank: 98
RCKSX Martin Ratio Rank: 97

SILVX

SILVX Risk / Return Rank: 82
SILVX Sharpe Ratio Rank: 85
SILVX Sortino Ratio Rank: 84
SILVX Omega Ratio Rank: 80
SILVX Calmar Ratio Rank: 75
SILVX Martin Ratio Rank: 86

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

RCKSX vs. SILVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rock Oak Core Growth Fund (RCKSX) and SGI U.S. Large Equity Fund (SILVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	RCKSX	SILVX	Difference
Sharpe ratio: Return per unit of total volatility	2.14	2.11	+0.03
Sortino ratio: Return per unit of downside risk	3.07	3.01	+0.06
Omega ratio: Gain probability vs. loss probability	1.36	1.37	-0.01
Calmar ratio: Return relative to maximum drawdown	5.87	2.50	+3.38
Martin ratio: Return relative to average drawdown	19.20	11.23	+7.97

RCKSX vs. SILVX - Sharpe Ratio Comparison

The current RCKSX Sharpe Ratio is 2.14, which is comparable to the SILVX Sharpe Ratio of 2.11. The chart below compares the historical Sharpe Ratios of RCKSX and SILVX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

RCKSX vs. SILVX - Drawdown Comparison

The maximum RCKSX drawdown since its inception was -57.88%, which is greater than SILVX's maximum drawdown of -31.29%. Use the drawdown chart below to compare losses from any high point for RCKSX and SILVX.

Drawdown Indicators

	RCKSX	SILVX	Difference
Max Drawdown Largest peak-to-trough decline	-57.88%	-31.29%	-26.59%
Max Drawdown (1Y) Largest decline over 1 year	-4.14%	-7.87%	+3.73%
Max Drawdown (3Y) Largest decline over 3 years	-18.22%	-12.12%	-6.10%
Max Drawdown (5Y) Largest decline over 5 years	-22.54%	-21.21%	-1.33%
Max Drawdown (10Y) Largest decline over 10 years	-33.10%	-31.29%	-1.81%
Current Drawdown Current decline from peak	-0.28%	-0.15%	-0.13%
Average Drawdown Average peak-to-trough decline	-9.44%	-3.57%	-5.87%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.28%	1.75%	-0.47%

Volatility

RCKSX vs. SILVX - Volatility Comparison

Rock Oak Core Growth Fund (RCKSX) and SGI U.S. Large Equity Fund (SILVX) have volatilities of 2.54% and 2.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RCKSX	SILVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.54%	2.47%	+0.07%
Volatility (6M) Calculated over the trailing 6-month period	7.57%	6.97%	+0.60%
Volatility (1Y) Calculated over the trailing 1-year period	11.36%	9.33%	+2.03%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.57%	13.20%	+2.37%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.39%	14.95%	+2.44%

RCKSX vs. SILVX - Expense Ratio Comparison

RCKSX has a 1.25% expense ratio, which is higher than SILVX's 0.98% expense ratio.

Dividends

RCKSX vs. SILVX - Dividend Comparison

RCKSX's dividend yield for the trailing twelve months is around 5.18%, less than SILVX's 7.95% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RCKSX Rock Oak Core Growth Fund	5.18%	6.26%	0.47%	0.71%	1.00%	4.31%	16.56%	3.18%	0.59%	5.91%	0.70%	3.21%
SILVX SGI U.S. Large Equity Fund	7.95%	8.87%	23.03%	4.68%	4.09%	15.68%	0.61%	4.37%	4.43%	7.34%	2.61%	7.04%

Frequently Asked Questions

Can I hold both RCKSX and SILVX in my portfolio?

RCKSX and SILVX have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RCKSX or SILVX?

RCKSX has higher volatility (2.54%) compared to SILVX (2.47%). In terms of maximum drawdown, RCKSX dropped -57.88% vs SILVX's -31.29%.

Which has better risk-adjusted returns?

RCKSX currently has the higher Sharpe Ratio (2.14 vs 2.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.